Institutional Ownership Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK). We have compiled data on the 2,577 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $66.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisors Network, Inc.
|
Aug 14, 2025 Q2 2025 |
3,592
shares
|
$447,096
0.06% of portfolio
|
Q2 2025
Added 13.63%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
May 07, 2025 Q1 2025 |
3,581
shares
|
$445,727
0.11% of portfolio
|
Q4 2023
Reduced 45.59%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
3,575
shares
|
$444,980
0.09% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
3,572
shares
|
$444,606
0.06% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
3,566
shares
|
$443,860
0.12% of portfolio
|
Q2 2025
Added 92.76%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,565
shares
|
$443,735
0.04% of portfolio
|
Q2 2025
Reduced 20.55%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
3,550
shares
|
$441,868
0.14% of portfolio
|
Q2 2025
Added 7.58%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
3,548
shares
|
$441,619
0.04% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,542
shares
|
$440,872
0.05% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Aldebaran Financial Inc.
|
Aug 14, 2025 Q2 2025 |
3,535
shares
|
$440,001
0.47% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
3,526
shares
|
$438,881
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
3,521
shares
|
$438,258
0.02% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
3,516
shares
|
$437,636
0.04% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Smith Asset Management Co., LLC
Chiefland, FL |
May 19, 2025 Q1 2025 |
3,516
shares
|
$437,636
0.4% of portfolio
|
Q4 2024
Added 3.41%
|
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,515
shares
|
$437,512
0.2% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
3,496
shares
|
$435,147
0.02% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
3,495
shares
|
$435,022
0.01% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
3,491
shares
|
$434,524
0.35% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
Rkl Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
3,487
shares
|
$434,026
0.04% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
3,477
shares
|
$432,782
0.06% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Verity & Verity, LLC
Beaufort, SC |
Aug 12, 2025 Q2 2025 |
3,475
shares
|
$432,533
0.04% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
3,472
shares
|
$432,159
0.13% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,439
shares
|
$428,052
0.08% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
Asset Planning,Inc
Cypress, CA |
Jul 25, 2025 Q2 2025 |
3,437
shares
|
$427,803
0.31% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 12, 2025 Q2 2025 |
3,427
shares
|
$426,558
0.01% of portfolio
|
Q2 2025
Added 3.79%
|